+447.4%
FLR vs IONS
+507.5%
-60.1%
-95.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.1% | -2.3% | -2.3% |
| 7D | +5.4% | -4.8% | +10.3% | +6.3% |
| 30D | +11.4% | +7.2% | +4.2% | +10.0% |
| 3M | +11.4% | -22.7% | +34.1% | +15.3% |
| 6M | +16.6% | -26.9% | +43.5% | +21.8% |
| YTD | +41.7% | -26.6% | +68.3% | +47.8% |
| 1Y | +35.4% | -2.1% | +37.5% | +34.0% |
| 3Y | +57.3% | +43.4% | +13.9% | +41.0% |
| 5Y | +241.0% | +47.0% | +194.0% | +195.7% |
| 10Y | +16.6% | +97.2% | -80.5% | -8.9% |
| All | +447.4% | +507.5% | -60.1% | +170.4% |
Cumulative growth
Daily Returns
Daily percentage return beside IONS.
Daily Out/Under-Performance
Portfolio return minus IONS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IONS return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded IONS wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling